Competitive Bid: How to create a new Competitive Bid

This article provides Competitive Bid managers with the steps necessary to create a new Competitive Bid.

This content reflects standard Beeline Enterprise functionality which may vary from what you see when logged into Beeline Enterprise depending on any client-specific settings or adjustments.

To create a new Competitive Bid:

1. Navigate to your Beeline Enterprise Home screen.
2. Expand the New menu in the Header Menu bar and click in the New Competitive Bid / Type template name box to select a template from a list of Competitive Bid templates; or begin typing in the box to search for a template by name or keyword. The auto suggestion/type ahead functionality recommends templates that match what you type.

   You can hover over the iBubble to review the Competitive Bid template details.

3. Select a Competitive Bid template from the listed options. The Welcome screen appears.
4. Click the Start Competitive Bid button. The Competitive Bid (Draft) - Final screen appears and advises you to click Next to participate in this Competitive Bid.
5. Click Next. The General Info tab opens.
6. Enter the information requested or use the selection options provided to fill in the fields. Required fields are indicated by an asterisk (*). Verify that auto-populated content is correct or adjust as needed.
7. Click Next. The Contributors tab opens. You can view users that will have access to this Competitive Bid.

• To add Contributors, either click the search icon to locate a name to select from the displayed list or type the name directly in the Add Contributor box. Use the drop-down selection list to identify each contributor’s access level (e.g., Author, MSP, or Viewer). Then click Add Contributor to add your entry to the list.
• Add MSP users to the list if you want them to have viewer and edit access to the bid.
• Author and Creator name(s) auto-populate and cannot be edited. These are the two roles with access to respond to Q&A Forum questions.
• Edit other pre-populated Contributor records as needed.

8. Click Next. The Action tab opens. Click Submit for Approval.

   Note that although you can see other tabs to the right of the Action tab; at this stage in the Competitive Bid process, you cannot click to open any of them. Access to these tabs is only made available after the initial approval is final.

9. Click Submit in the dialog box to confirm your action. The new Competitive Bid profile screen appears. In the upper left-hand quadrant, you will see the Competitive Bid Number followed by the Competitive Bid Name along with the current status (in parentheses). This same naming convention will be followed throughout the lifecycle of the competitive bid.

   Take note of both the Competitive Bid – Name and the Competitive Bid – Number. You can use the Simple Search feature (Search Competitive Bids) to return to the Competitive Bid profile screen at any time simply by entering the name, number, and/or owner in the search box.

10. Click Return to exit the Competitive Bid profile and return to your Home screen.